Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
4 Ways to Build Your Practice Through Social Media
By Sara Rajo-MillerAre your profiles optimized? Are you actually using them?
November 09, 2017
How to Retain Your Clients, and Your Sanity, When Switching FirmsFollow these five steps to help smooth the transition for your clients and their assets.
October 02, 2017
Fifth of Millennials Call Themselves ActivistsA new study finds millennials worried about the countrys direction and examines their efforts to bring change.
July 27, 2017
Millionaires Not Afraid of Mobile: SpectremA mobile-friendly website is crucial to getting the attention of millionaire investors, Spectrem reports.
July 21, 2017
New White House Comm Chief Scaramucci Supports Trump's TweetsHell use social media ... it's very important for him to express his identity, said Scaramucci.
July 19, 2017
What Role Could AI Play in Investor Relationships?The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.
June 08, 2017
Do’s and Don’ts of Twitter, LinkedIn and Facebook for AdvisorsTheres a strategy for using social media to reap marketing results, Lisa Turley of Raymond James tells ThinkAdvisor.
May 31, 2017
Affluent Young Investors Plan to Allocate More to AdvisorsEighty-five percent of millennials in a Global X poll said Donald Trumps election had increased the likelihood that they would work with a financial advisor.